- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2263 Cr | ₹37457 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 39.82% |
| Expense Ratio | 2.04 | 1.57 |
| Manager | Ritika Behera | Pradeep Kesavan |
| ISIN Code | INF194KA1UE8 | INF200KA1Y40 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 1.97% | 3.06% |
| 6 Month | 4.91% | 5.28% |
| 1 Year | 5.32% | 7.65% |
| 3 Year | 10.66% | 13.96% |
| 5 Year | 10.56% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 0.47% | 0.43% |
| 1 Year | 5.22% | 6.24% |
| 3 Year | 9.21% | 10.66% |
| 5 Year | 8.97% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 8.72% | 13.41% |
| 3 Year | 8.7% | 13.32% |
| 5 Year | 9.19% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.54% | 6.18% |
| Sharp | 0.59% | 1.10% |
| Beta | 0.88% | 0.85% |
| Alpha | -0.60% | 2.48% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Ritika Behera | Pradeep Kesavan |
| Total AUM | ₹43013 Cr | ₹434274 Cr |
| Funds Managed | 19 | 43 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 26.13 | 34.24 |
| Large Cap | 53.66 | 55.38 |
| Small Cap | 9.5 | 3.22 |
| Mid Cap | 10.71 | 7.16 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 19.08 | 31.05 |
| Communication Services | 6.33 | 3.36 |
| Energy | 3.19 | 8.93 |
| Technology | 8.77 | 4.23 |
| Financial Services | 25.64 | 18.29 |
| Basic Materials | 4.21 | 4.98 |
| Consumer Defensive | 6.31 | 4.44 |
| Industrials | 6.16 | 4.65 |
| Consumer Cyclical | 9.68 | 6.84 |
| Healthcare | 7.02 | 3.41 |
| Real Estate | 1.92 | 3.94 |
| Utilities | 1.7 | 5.87 |
Top Comparisons
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.65%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.36%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.27%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns16.03%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns23.92%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.8%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.99%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.64%
